Advisor Support Associate

Please note this is a hybrid position.

Investment Planning Counsel (IPC) is one of Canadas leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our Advisors build a better business through a remarkable client experience.

At IPC the Advisor Support Associate role is designed to support both Advisors and clients this position you will provide administrative operational and client service support to a pooled team of Advisors and Client Experience Specialists (CES) within the National Accounts Desk.

This role is essential to maintaining efficient daily operations delivering a high-quality client experience and supporting Advisor productivity. The ideal candidate is detail-oriented client-focused and comfortable in a fast-paced professional environment. The Advisor Support Associate partners closely with Client Experience Specialists to coordinate client service activities manage administrative workflows and support operational processes that contribute to a seamless client experience.

What You Will Do

You will partner with Client Experience Specialists (CES) to support Advisors and clients through a variety of administrative operational and client service responsibilities including:

• Provide outstanding customer service and support by putting the client first.

• Serve as a first point of contact for administrative client inquiries by phone and email.

• Coordinate Advisor calendars and client service activities including scheduling confirming and rescheduling client appointments.

• Monitor and manage shared team mailboxes and route requests to the appropriate team members.

• Assist with client onboarding account maintenance and administrative service requests.

• Coordinate track and follow up on client documentation requirements including outstanding DocuSign requests.

• Maintain accurate client records within UVC and internal systems.

• Generate reports and support workflow tracking and service activities.

• Contribute to team efficiency and continuous process improvement initiatives.

• Escalate licensed investment-related trading and advice-related inquiries to the appropriate Client Experience Specialist or Advisor.

What You Will Bring

• Post-secondary education in Business Administration Finance or a related field preferred.

• Experience in an advisor support client service administrative banking wealth management or financial services environment.

• Bilingualism (French and English) is considered an asset.

• Strong organizational skills with the ability to manage multiple priorities and meet deadlines.

• Strong written verbal and virtual communication skills.

• Exceptional attention to detail and accuracy.

• Demonstrated ability to take initiative and work effectively both independently and as part of a team.

• Strong client service orientation with a commitment to delivering an exceptional client experience.

• Proficiency with Microsoft Office applications and business systems.

• Experience with CRM platforms and client management systems is considered an asset.

• Knowledge of wealth management or financial services operations is considered an asset.

• IFIC Mutual Fund CSC or other industry coursework is considered an asset but is not required.

Career opportunities will be open a minimum of 5 business days from the date of posting. Closing dates will vary depending on search activity. All applications received will be reviewed on a rolling basis.